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Portfolio (Quarterly) Guide ↗

TRAPHAGEN INVESTMENT ADVISORS LLC

· CIK 0002023380
13F Portfolio $1.4B AUM 220 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 39 New 87 Added 69 Reduced 16 Exited
Page 1 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FENI FIDELITY COVINGTON TRUST 1,042,003.0 $41.8M 2.99% NEW $40.13 +4.0%
2 TXXI BONDBLOXX ETF TRUST 41,194.0 $2.1M 0.15% NEW $50.85 -1.8%
3 BK BANK OF NY MELLON CORP Financial Services 5,864.0 $848K 0.06% NEW $144.61 -1.9%
4 IVE ISHARES TR 2,050.0 $466K 0.03% NEW $227.11 +4.5%
5 BOTZ GLOBAL X FDS 11,126.0 $422K 0.03% NEW $37.94 -5.0%
6 UBS UBS GROUP AG Financial Services 7,958.0 $394K 0.03% NEW $49.56 +7.5%
7 UPS UNITED PARCEL SVCS INC Industrials 3,472.0 $373K 0.03% NEW $107.51 -5.1%
8 HONEYWELL INTL INC 1,639.0 $367K 0.03% NEW $223.90
9 HONEYWELL AEROSPACE INC 1,639.0 $362K 0.03% NEW $221.08
10 GLW CORNING INC Technology 1,355.0 $346K 0.03% NEW $255.40 -41.3%
11 PLD PROLOGIS INC. Real Estate 2,406.0 $326K 0.02% NEW $135.46 +4.7%
12 QUAL ISHARES TR 1,441.0 $316K 0.02% NEW $219.46 +1.7%
13 VLO VALERO ENERGY CORP Energy 1,203.0 $313K 0.02% NEW $260.40 +34.0%
14 VEA VANGUARD TAX-MANAGED FDS 4,025.0 $287K 0.02% NEW $71.25 +3.0%
15 SPYM SPDR SERIES TRUST 3,186.0 $280K 0.02% NEW $87.89 +2.6%
16 D DOMINION ENERGY INC Utilities 3,912.0 $267K 0.02% NEW $68.29 -2.5%
17 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 267.0 $258K 0.02% NEW $965.00 -11.9%
18 IGV ISHARES TR 2,759.0 $250K 0.02% NEW $90.59 +14.1%
19 ESML ISHARES TR 4,317.0 $241K 0.02% NEW $55.94 -0.2%
20 GLD SPDR GOLD TR Financial Services 617.0 $227K 0.02% NEW $368.60 +14.9%
Page 1 of 2  ·  39 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.1%
Financial Services 30.2%
Communication Services 6.9%
Consumer Cyclical 5.5%
Industrials 5.5%
Healthcare 5.1%
Consumer Defensive 4.2%
Utilities 4.1%
Energy 3.0%
Basic Materials 0.3%